Kaizen Financial Strategies

Institutional manager (13F) · CIK 1842013

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $186M

#	Issuer	Value	Shares
1	STATE STR SPDR S&P 500 ETF T	$18M	26,225
2	SCHWAB STRATEGIC TR	$18M	554,386
3	APPLE INC	$15M	57,584
4	CAPITAL GROUP DIVIDEND VALUE	$13M	277,840
5	NVIDIA CORPORATION	$10M	51,976
6	VANGUARD MALVERN FDS	$10M	127,046
7	SCHWAB STRATEGIC TR	$8M	368,644
8	ALPHABET INC	$8M	23,384
9	J P MORGAN EXCHANGE TRADED F	$7M	88,160
10	AMAZON COM INC	$5M	20,129
11	VANECK ETF TRUST	$5M	10,910
12	ALPHABET INC	$4M	11,455
13	VANGUARD WHITEHALL FDS	$4M	22,948
14	BLACKSTONE INC	$3M	24,696
15	VANGUARD SPECIALIZED FUNDS	$3M	14,046
16	MICROSOFT CORP	$3M	6,998
17	VANGUARD MALVERN FDS	$3M	35,667
18	SCHWAB STRATEGIC TR	$3M	94,001
19	INVESCO QQQ TR	$3M	4,076
20	TESLA INC	$2M	6,128
21	SCHWAB STRATEGIC TR	$2M	86,789
22	SELECT SECTOR SPDR TR	$2M	13,691
23	NEOS ETF TRUST	$2M	38,477
24	SCHWAB STRATEGIC TR	$2M	79,122
25	SCHWAB STRATEGIC TR	$2M	57,105
26	NEOS ETF TRUST	$2M	36,751
27	STATE STR SPDR DOW JONES IND	$2M	3,621
28	SCHWAB STRATEGIC TR	$2M	42,955
29	META PLATFORMS INC	$2M	2,384
30	ARGAN INC	$2M	2,581
31	J P MORGAN EXCHANGE TRADED F	$2M	16,992
32	ADVANCED MICRO DEVICES INC	$2M	5,498
33	SPDR SERIES TRUST	$1M	6,633
34	ELI LILLY & CO	$1M	1,580
35	VANGUARD INDEX FDS	$1M	2,210
36	TEMPLETON EMERGING MKTS INCO	$1M	174,506
37	AMPLIFY ETF TR	$1M	19,130
38	SCHWAB STRATEGIC TR	$1M	21,443
39	SANDISK CORP	$1M	1,193
40	ETF SER SOLUTIONS	$1M	8,666
41	KRATOS DEFENSE & SEC SOLUTIO	$1M	14,400
42	VANGUARD INTL EQUITY INDEX F	$1M	17,544
43	GE VERNOVA INC	$984k	1,006
44	CATERPILLAR INC	$963k	1,247
45	VANGUARD INDEX FDS	$954k	2,758
46	VANGUARD SCOTTSDALE FDS	$908k	15,526
47	INVESCO EXCHANGE TRADED FD T	$905k	17,869
48	APPLIED MATLS INC	$871k	2,234
49	LAM RESEARCH CORP	$862k	3,302
50	SPDR SERIES TRUST	$853k	2,110

All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.